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Generating Life Insurance Sales Leads By Using The Referred Lead Card System.

insurance sales leadsReferred leads, are by far your absolute best way to get warm life insurance sales leads. If you have not created a system to generate referrals, then here are a couple of ideas for you that have been proven to be very successful. I have used these two methods for over 20 years to generate life insurance sales leads, (new prospects) and trained many new associates to use these two systems that I will share with you. 

(1) The card System 

(2) The appreciation dinner.

Once you become comfortable with these systems, you will be working a lot smarter and not harder. Generating insurance agent leads is discussed in more detail under our topic page called life insurance leads If you want to make more money selling insurance, we need to talk about your mind set, when it comes to getting life insurance sales leads from your existing clients or at the end of an interview, even if you did not make a sale.

prospecting in the insurance business is a mustYou must understand that everything we do in the sales business is a selling situation. So you must realize that when you get ready to ask for referrals after an interview, it becomes a selling situation and you now must switch from your product presentation mindset into a the referred lead presentation mindset.

Anything new always feels awkward at first, but once you get it, you will love it. It usually took most of my new agents anywhere from 10 to 15 interviews to get comfortable with it. We use to role play with another agent or two till the new agent got comfortable.

Follow along and let’s work on your life support system. Here is what usually happens with a new agent when asking for referrals. They say something like, is there anybody you can refer me to?

Well, if you ask that question, which is a closed end question (yes or no answer) guess what, the client says no, of course. No insurance sales leads will be generated.

So for you to increase your income and make your life easier let’s go through the process and review the referred lead sales presentation.



Click here for Free Industry Resources

Go back to the top of this Referral Methods topic page,

Or learn more on how to generate quality life insurance sales leads.




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